How to Map Data and Sync Employees between WorkEasy and BambooHR

These instructions offer a detailed guide for mapping data and transferring employee information between WorkEasy and BambooHR. By following these instructions, you will ensure that employee records are accurately updated and consistent across both systems, thereby streamlining your HR processes and minimizing manual data entry.

Prerequisites

• Have an account with BambooHR.
• Your WorkEasy account is connected to BambooHR: How to Connect WorkEasy with BambooHR 

1. Click Global Settings > Integrations > BambooHR.
   
2. Click Connected Accounts.
   
3. Click Edit.
   
4. Make all the applicable Pay Schedule Mapping and Groups Mapping selections.
5. Click Next.
   
6. Make the applicable Employee Sync selections.
7. Click Next.
   
8. Make the applicable Pay Data Sync selections.
9. Click Next.
   
10. Click Synchronize. (Webhooks Mapping is optional. For more details, go to: BambooHR Webhooks Mapping) 
    
11. Click Yes.
    
12. A confirmation message displays.
    
13. Click the notification at the top right corner.
    
14. An Employee Synchronization Summary is displayed.
    

You're done! 😊👍